The 3 Step Estate Planning System
Meet and Gather Information
We'll meet on the phone or in person to discuss your situation. If we're a good fit to work together we'll gather some information using our simplified worksheet.
Design Your Estate Plan
Once the information gathering is complete, I'll prepare a customized estate plan to suit your needs. You'll receive a draft by email to review and approve.
Sign and Implement
Once you approve your estate plan, I'll walk you through step-by-step on how to get your estate plan in place. I'll be available to help if you have any questions.
You're Not Just Getting An Attorney, You're Getting A Trusted Advisor
- I help you choose the right estate planning documents for your situation
- Relax while I draft the legal documents for you
- Get peace of mind from knowing that your loved ones will be taken care of and that your affairs are in order
- Your home, my office. Evenings and weekends. I work around your schedule
Not only will you get a complete estate planning package that will fit your situation, you'll get a trusted advisor who will answer your questions and help guide you through the estate planning process today and in the future.
My #1 mission is to make sure you have the right plan in place for you and your family using my 3 step system.
Hi, I'm Leo, an attorney, husband, and father of 2 boys. After my children were born, I realized being a parent means that I have to protect my family as much as I can. One of the most important things a parent can do is to make sure their children's future is safe. I'm here to help make sure your loved ones are taken care of and make sure your legacy is preserved.
Before I got my living trust through Leo, I thought it would be an expensive and time-consuming process. Instead, Leo made the process easy, answered all of my questions, and I paid a lot less than I thought. He was very easy to work with and I would recommend him highly.
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